Filed March 27, 2000
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 25 · EIN 04-2647786 | Directed Trustee | $236,079 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $126,009 |
Service code 49 · EIN 22-3734996 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,241 | $95,918+12.8% | $151,611-28.6% | $77,904+38.9% |
| Participation rate | 98.7% | 88.7%+9.9pp | 87.5%+11.2pp | 73.7%+25.0pp |
| Annual return | -17.59% | -5.50%-12.1pp | 3.33%-20.9pp | 12.21%-29.8pp |
| Employer contribution / active EE | $5,644 | $4,330+30.3% | $6,166-8.5% | $2,848+98.2% |
| Participant deferral / active EE | $6,220 | $7,508-17.2% | $8,363-25.6% | $4,806+29.4% |
| Admin fee / account holder | $80 | $93-14.5% | $11,616-99.3% | $133-39.9% |